Foresight Capital Management Advisors, Inc.

RIASEC Registered
Total AUM
$351M
Discretionary
$349M
100% of AUM
Avg account
$338K
Accounts
1,039
Employees
10
Advisory reps
3

Firm details

Headquarters
Saline, Michigan
CRD number
147014
Registered since
March 30, 2015
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI72.27%
  • Pension & Profit Sharing Plans14.54%
  • Individuals10.97%
  • Insurance Companies0.96%
  • State / Municipal Government0.78%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Foresight Capital Management Advisors, Inc. is an independently owned registered investment adviser that has been SEC registered since 2015. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services and educational seminars. The firm is not identified as an active ESG investor and is classified as a single-state adviser. Foresight also appears on industry lists, having been named among FA Magazine’s Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 43%, Exchange Traded Equities 24%, Investment Grade Corp Bonds 14%, State & Local Bonds 11%, Cash & Cash Equivalents 6%, Non-Investment Grade Corp Bonds 2%43%
  • Public Funds/Mutual Funds43%
  • Exchange Traded Equities24%
  • Investment Grade Corp Bonds14%
  • State & Local Bonds11%
  • Cash & Cash Equivalents6%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 173

Active vs passive

$119M in ETFs

Passive

74%

$88.4M

Active

23%

$30.6M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ)JP MorganActiveDerivative Income$7.2M117,7836.06%

Location

Primary office

Saline, MI

Washtenaw

Location

Saline, MI

Headquartered in Saline, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Washtenaw
Address
1205 Industrial Dr
Time zone
ET (UTC-5)
Office locations

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